Napa Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Napa Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$306K	Sell
2025 Q1	$333K	Sell
2024 Q4	$373K	Sell
2024 Q3	$840K	Sell
2024 Q2	$1.21M	Sell
2024 Q1	$1.78M	Sell
2023 Q4	$5.12M	Buy